No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| WELFARE & PENSION ADMIN SERVICES EIN 91-1363171 THIRD PARTY ADMINISTRATOR | Plan Administrator Service code 14 | 2815 2ND AVENUE SUITE 300 SEATTLE, WA 98121 | $693K |
| PREMERA EIN 91-0499247 CLAIMS PROCESSING | Claims processing Service code 12 | PO BOX 91080 SEATTLE, WA 98111 | $441K |
| BRWN& BRWN OF WA DBA DIMARTINO ASSC EIN 91-0378940 PLAN CONSULTANTS | Consulting (general) Service code 16 | 1501 4TH AVENUE, STE 2400 SEATTLE, WA 98101 | $99K |
| AGC-IUOE LOCAL 701 TRAINING TRUST EIN 93-0634959 PAYROLL AUDIT/DELINQUEY | Other fees Service code 99 | P.O. BOX 34203 SEATTLE, WA 98124 | $73K |
| PENN CAPITAL MANAGEMENT EIN 22-2796848 INVESTMENT MANAGER | Investment management fees paid directly by plan; Investment management Service code 28 | 3 CRESCENT DRIVE SUITE 40 PHILADELPHIA, PA 19112 | $59K |
| MEDICAL REHABILITATION CONSULTANTS EIN 91-1448997 MADE CASE MANAGEMENT | Other services Service code 49 | 111 W CATALDO 200 SPOKANE, WA 99201 | $49K |
| BARLOW COUGHRAN MORLES & JOSPHSON EIN 91-0889948 LEGAL COUNSEL | Legal Service code 29 | 1325 FOURTH AVNUE STE 910 SEATTLE, WA 981012573 | $40K |
| QUEST INVESTMENTS MGMT INC EIN 93-0880854 INVESTMENT MANAGER | Investment management; Investment management fees paid directly by plan Service code 28 | ONE SW COLUMBIA ST 1100 PORTLAND, OR 97258 | $30K |
| VISION SERVICE PLAN CLAIMS ADMINISTRATION | Direct payment from the plan; Contract Administrator Service code 13 | — | $25K |
| BJORKLUND & MONTPLAISIR EIN 93-1015766 AUDITING | Accounting (including auditing) Service code 10 | 9020 SW WASHINGTON SQ 46 PORTLAND, OR 972234433 | $17K |
| MILLER NASH LLP EIN 93-0410518 LEGAL COUNSEL | Legal Service code 29 | 111 SW 5TH AVE, 3400 PORTLAND, OR 972043699 | $15K |
| BANK OF AMERICA EIN 94-1687665 BANKING SERVICES | Trustee (bank, trust company, or similar financial institution) Service code 21 | PO BOX 15284 WILMINGTON, DE 19850 | $11K |
| BENNETT, HARTMAN, MORRIS & KAPLAN EIN 93-0633539 COLLECTION ATTORNEY | Legal; Direct payment from the plan Service code 29 | 210 SW MORISON ST,STE 500 PORTLAND, OR 97204 | $10K |
| AMALGAMATED BANK EIN 13-4920330 INVESTMENT CUSTODIAN | Custodial (other than securities) Service code 18 | 472 EAST COLORAFO BOULEVA PASADENA, CA 91101 | $8K |
| NEW ENGLAND PENSION CONSULTANTS EIN 04-2927339 INVESTMENT MONITOR | Investment advisory (plan); Direct payment from the plan Service code 27 | 6332 SOUTH RAINBOW BLVD LAS VEGAS, NV 89118 | $7K |
| CHANGE HEALTHCARE EIN 20-5591816 CLAIMS SERVICES | Other insurance fees and expenses Service code 73 | 3055 LEBANON PIKE NASHVILLE, TN 37214 | $6K |
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,544 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,544 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | KAISER FOUNDATION HEALTH PLAN | 820 | $4.4M |
| Dental | WILLAMETTE DENTAL GROUP | 580 | $211K |
| Vision | VISION SERVICE PLAN | 1,782 | $126K |
| Life insurance | LIFEMAP ASSURANCE COMPANY | 2,067 | $94K |
| Short-term disability | LIFEMAP ASSURANCE COMPANY | 2,067 | $94K |
| Stop-loss / reinsurancereinsurance | THE UNION LABOR LIFE INSURANCE COMPANY | 1,793 | $1.0M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,067 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.